QuickBooks for Windows: Introduction
CLASS DATE(s):
5/22/2020
6/5/2020
7/24/2020

COURSE LENGTH: 1 Day

COURSE COST: $199.00

COURSE TIMES: 9:00am - 4:30pm

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COURSE OVERVIEW

QuickBooks is the #1 rated small business financial software and it can help you get organized, save time, and simplify what you do every day. QuickBooks puts your sales, expenses, and customer & vendor profiles at your fingertips. That way you can quickly find what you need when you need it, including money coming in and money going out of your business.

Tracks Sales & Expenses with Professional Invoicing and Payment Tools
QuickBooks helps you easily track sales, create professional invoices, and receive payments from customers. QuickBooks also tracks your expenses and categorizes them so you can analyze your spending.

Makes Tax Time Easier with Reliable & Complete Records
QuickBooks organizes your financial records throughout the year, so finding the information you need for tax time is easy. Your tax accountant, if you have one, may also spend less time completing your paperwork.

AUDIENCE AND PREREQUISITES

Owners/employees who are responsible for financial & client record keeping in a business would benefit from learning QuickBooks.

Typical QuickBook users are:

  • Small Business owners
  • accountants
  • bookkeepers
  • office assistants
  • staff accountants

QuickBooks students should have a good working knowledge PC use, and should have a general understanding of basic accounting concepts.

  

*Course Cost listed does not include the cost of courseware required in your registration or Lunch Please refer to your Estimate or Invoice for the additional cost. If you have any questions, please contact us (learn@vtec.org or 207-775-0244). Instructor will use the most recent version. Versions available are 2010 thru 2016.

COURSE TOPICS:


Lesson 1: Getting Started with QuickBooks 2010
Explore the QuickBooks Interface
Access the QuickBooks Centers
Use QuickBooks Help

Lesson 2: Entering Company Details
Create a Company
Update the Chart of Accounts
Save a Copy of the Company

Lesson 3: Building QuickBooks Lists
Build Employee Lists
Built Item Lists
Build Customers and Job Lists
Build Vendor Lists
Modify Multiple List Entries
Manage Lists

Lesson 4: Managing Inventory
Place Purchase Orders
Record Receipt of Inventory
Make Payments
Update Inventory Manually

Lesson 5: Recording Product Sales
Create a Product Invoice
Record a Cash Sale
Prepare a Credit Memo
Track Customer Payments

Lesson 6: Creating Service Invoices
Create a Service Invoice
Record Statement Charges
Generate a Billing Statement

Lesson 7: Managing Bank Accounts
Record Deposits
Pay Using Checks
Maintain the Check Register
Transfer Funds Between Accounts
Reconcile the Accounts